Job Openings

Operations Team Leader

Date Posted:
February 12, 2024

Operations Team Leader

At ClearPoint, you are given the opportunity to do meaningful work aligned with your strengths, in an environment where you have a voice, are encouraged to collaborate with others, and ultimately have the choice to create your own career path.

This position is primarily responsible for overseeing the day-to-day activities of the Bank’s operations processing team. As leader, you schedule and monitor production activities to ensure Operation Team goals are achieved. This leader will oversee Operation’s functional areas, including New Business, Payments, Distributions, Trust Only processing, mail processing, and scanning functions. The Team Leader will direct daily work among available staff, assist with training, provide support and update on team status. This leader will review and approve funds leaving the bank and be responsible for other approvals in the workflow. They will work with the Ops Management Team to address customer processing issues and assist in research to solve escalated processing items. Although this position does not include direct report responsibilities, the potential to develop into a Supervisory role is within the career path. Based in our Batesville, Indiana office, you will work closely with members of the ClearPoint team.

•Directs Operation’s team workflow to ensure effective utilization of resources and help the team meet quality and responsiveness goals
•Prioritizes work appropriately; ensures focus for the team; communicates priorities in daily huddles; may require processing if SLA’s are in jeopardy
•Provide timely updates to PRKS and TrustDesk based on client/ trust admin requests as assigned through SmartSheet and task requests
•Assist in the maintenance of standard operating procedures and the creation of new processes as they pass over from the implementation teams
•Assist in the facilitation of training through proper scheduling; may provide technical training to meet the needs of operations’ team talent
•Troubleshoot processing issues as they arise and drive to prompt resolution
•Contributes to the team’s performance by working closely with the Sr. Operations Supervisor and Director of Operations to escalate and address barriers; plays an active role in DR and BC planning
•Establishes and maintains relationships with other departments within the bank to foster a collaborative environment
•Investigate and rectify customer issues in a timely manner
•Maintain behaviors consistent with high performance and supportive team dynamics.
•Ensure that procedures are followed in accordance with security and regulatory compliance


Effective Communication Skills to be deployed in a variety of communication settings; written and spoken, one-on-one, group settings; diverse styles and position levels. Adjusts style to fit the audience and message, skilled in concise messages

Leadership Skills to motivate and direct the team to complete tasks and achieve goals, at the team and individual level; manage employee conflicts and other challenges

Problem-solving Skills: identify problems and find solutions, readily takes action on challenges; displays a can-do attitude and collaborative approach

Teamwork skills to work well with colleagues, management and clients to make the work environment efficient and enjoyable

Customer Service Skills to advocate on behalf of clients, identifying approaches and emerging opportunities that meet clients' needs as well as those of the organization

• 2+ years in supervisory leadership, demonstrated ability to engage and motivate staff
• Former or current experience in trust or financial services operations experience, including customer service experience
• Formal or current experience in project management, people management and/or training
• Knowledge and demonstrated ability in the use of Microsoft Office Products
• Team success, continuous improvement and detail-oriented mindset
• Strong attention to detail and accuracy
• Demonstrated customer service, problem solving, decision-making and communication skills, both written and spoken
• Willingness to work additional time as required for timely completion of job tasks and projects
• Consistently demonstrates collaboration skills and team mindset